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Eaton Vance Senior Floating-Rate Trust

EFR
Exchange
NYSE
SEC CIK
0001258623

No open-market purchases or sales by Eaton Vance Senior Floating-Rate Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $124.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Eaton Vance Senior Floating-Rate Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
94
No complete 13F data for Q4 2020
Shares held
13.8M
No complete 13F data for Q4 2020
Total value
$190.7M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EFR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 94 institutions
Q1 2021: 94 institutionsQ2 2021: 90 institutionsQ3 2021: 73 institutionsQ4 2021: 86 institutionsQ1 2022: 81 institutionsQ2 2022: 79 institutionsQ3 2022: 85 institutionsQ4 2022: 94 institutionsQ1 2023: 92 institutionsQ2 2023: 83 institutionsQ3 2023: 88 institutionsQ4 2023: 87 institutionsQ1 2024: 87 institutionsQ2 2024: 82 institutionsQ3 2024: 90 institutionsQ4 2024: 95 institutionsQ1 2025: 88 institutionsQ2 2025: 89 institutionsQ3 2025: 98 institutionsQ4 2025: 97 institutionsQ1 2026: 98 institutionsQ2 2026: 100 institutions
Value heldQ1 2021: $190.7M
Q1 2021: $190.7MQ2 2021: $192.4MQ3 2021: $94.5MQ4 2021: $101.8MQ1 2022: $86.0MQ2 2022: $86.9MQ3 2022: $78.0MQ4 2022: $82.9MQ1 2023: $86.3MQ2 2023: $88.0MQ3 2023: $89.6MQ4 2023: $91.6MQ1 2024: $89.8MQ2 2024: $83.9MQ3 2024: $83.7MQ4 2024: $90.2MQ1 2025: $89.5MQ2 2025: $95.6MQ3 2025: $105.3MQ4 2025: $123.3MQ1 2026: $117.3MQ2 2026: $124.9M
Institutions holding EFR and their total value by quarter
QuarterHoldersValue
Q2 2026100$124.9M
Q1 202698$117.3M
Q4 202597$123.3M
Q3 202598$105.3M
Q2 202589$95.6M
Q1 202588$89.5M
Q4 202495$90.2M
Q3 202490$83.7M
Q2 202482$83.9M
Q1 202487$89.8M
Q4 202387$91.6M
Q3 202388$89.6M
Q2 202383$88.0M
Q1 202392$86.3M
Q4 202294$82.9M
Q3 202285$78.0M
Q2 202279$86.9M
Q1 202281$86.0M
Q4 202186$101.8M
Q3 202173$94.5M
Q2 202190$192.4M
Q1 202194$190.7M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Senior Floating-Rate Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EFR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC1$220.00%––
Sowell Financial Services LLC105$1.00K0.00%––
CWM, LLC145$2.00K0.00%––
The PNC Financial Services Group, Inc.212$3.00K0.00%––
Rockefeller Capital Management L.P.225$3.00K0.00%––
NEXT Financial Group, Inc416$6.00K0.00%––
Fifth Third Bancorp499$7.00K0.00%––
Geneos Wealth Management Inc.600$8.00K0.00%––
Citigroup Inc655$9.00K0.00%––
International Assets Investment Management, LLC718$9.00K0.00%––
US Bancorp1,500$21.0K0.00%––
Robbins Farley LLC1,500$21.0K0.02%––
JPMorgan Chase & Co1,819$25.0K0.00%––
Carroll Financial Associates, Inc.1,906$26.0K0.00%––
Montag A & Associates Inc2,029$28.0K0.00%––
Accel Wealth Management3,000$41.0K0.03%––
Caldwell Trust Co3,000$41.4K0.01%––
Eaton Vance Management3,614$50.0K0.00%––
Boston Private Wealth LLC3,648$50.0K0.00%––
Harbour Investments, Inc.3,751$52.0K0.00%––
Belmont Capital, LLC3,806$52.0K0.06%––
Barclays PLC4,000$57.0K0.00%––
Spire Wealth Management4,800$66.0K0.00%––
Steward Partners Investment Advisory, LLC6,800$93.8K0.00%––
FNY Investment Advisers, LLC7,866$108.0K0.04%––
Optimum Investment Advisors8,100$112.0K0.03%––
Integrated Capital Management, Inc.10,310$142.0K0.13%––
Scotia Capital Inc.10,471$144.0K0.00%––
Oppenheimer & Co Inc11,000$152.0K0.00%––
MML Investors Services, LLC11,320$156.0K0.00%––
Robinson Capital Management, LLC11,338$156.0K0.08%––
Cetera Advisor Networks LLC12,070$166.0K0.00%––
IHT Wealth Management, LLC12,234$169.0K0.01%––
Cetera Investment Advisers12,406$171.0K0.00%––
Stephens Inc13,308$184.0K0.00%––
Twin Focus Capital Partners, LLC14,000$193.0K0.06%––
Lumature Wealth Partners, LLC14,764$204.0K0.11%––
Thrivent Financial for Lutherans17,820$246.0K0.00%––
Stratos Wealth Partners, LTD.17,974$248.0K0.01%––
Millennium Management LLC18,099$250.0K0.00%––
Stifel Financial Corp18,875$260.0K0.00%––
St Germain D J Co Inc20,000$276.0K0.02%––
Horizon Kinetics Asset Management LLC20,001$276.0K0.01%––
Sandy Spring Bank20,500$283.0K0.02%––
Aviance Capital Partners, LLC20,622$284.0K0.05%––
Commonwealth Equity Services, LLC20,905$288.0K0.00%––
Highlander Capital Management, LLC22,322$308.0K0.16%––
Virtus ETF Advisers LLC24,329$335.0K0.14%––
Raymond James Financial Services Advisors, Inc.24,384$336.0K0.00%––
Financial Advocates Investment Management25,709$355.0K0.03%––
Prospera Financial Services Inc26,225$362.0K0.02%––
CPWM, LLC27,150$374.0K0.03%––
Sigma Planning Corp27,265$376.0K0.01%––
Rock Point Advisors, LLC27,725$382.0K0.12%––
Shufro Rose & Co LLC29,000$400.0K0.03%––
Royal Bank of Canada33,342$460.0K0.00%––
Deutsche Bank AG37,147$512.0K0.00%––
Intellectus Partners, LLC37,242$514.0K0.14%––
Northwestern Mutual Wealth Management Co48,653$671.0K0.00%––
Garner Asset Management Corp53,517$738.0K0.39%––
WESCAP Management Group, Inc.55,088$759.0K0.21%––
LPL Financial LLC59,140$816.0K0.00%––
Park Avenue Securities LLC63,117$870.0K0.02%––
Intersect Capital LLC64,018$883.0K0.18%––
Envestnet Asset Management Inc75,113$1.04M0.00%––
Shaker Financial Services, LLC78,065$1.08M0.43%––
LeJeune Puetz Investment Counsel LLC78,975$1.09M0.43%––
Oxbow Advisors, LLC87,896$1.21M0.15%––
Sit Investment Associates Inc95,975$1.32M0.03%––
Baird Financial Group, Inc.160,256$2.21M0.01%––
Ameriprise Financial Inc187,078$2.58M0.00%––
Cambridge Investment Research Advisors, Inc.189,368$2.61M0.01%––
Advisor Group Holdings, Inc.211,304$2.91M0.01%––
Wells Fargo & Company219,502$3.03M0.00%––
Advisors Asset Management, Inc.223,068$3.08M0.05%––
Prudential PLC226,450$3.12M0.02%––
Goldman Sachs Group Inc249,392$3.44M0.00%––
UBS Group AG285,812$3.94M0.00%––
Morgan Stanley297,107$4.10M0.00%––
HBK Investments L P301,200$4.15M0.05%––
Bank of America Corp312,012$4.30M0.00%––
Cohen & Steers, Inc.333,680$4.60M0.01%––
White Pine Capital LLC348,626$4.81M1.53%––
Ballew Advisors, Inc350,140$4.85M1.79%––
Guggenheim Capital LLC388,856$5.36M0.04%––
Capital Investment Advisors, LLC394,119$5.43M0.20%––
Rivernorth Capital Management, LLC421,089$5.81M0.35%––
Marble Harbor Investment Counsel, LLC491,600$6.78M0.93%––
City of London Investment Management Co Ltd506,352$6.99M0.39%––
Invesco Ltd.552,018$7.61M0.00%––
Elliott Investment Management L.P.SuperinvestorElliott Investment Management556,064$7.67M0.10%––
Oak Hill Advisors LP795,017$11.0M2.09%––
Lindbrook Capital, LLC850,657$11.7M2.68%––
Saba Capital Management, L.P.3,498,624$48.2M1.97%––